By Mark Brousseau
Despite the lousy economy, document imaging solutions continue to enjoy strong adoption among organizations of all sizes. No wonder: the technology is proven to deliver tremendous operations and business benefits, including lower processing costs, streamlined storage and retrieval, and better information tracking and reporting.
But even the strongest business case for document imaging can be undermined by crucial errors during system deployment, says Brett Rodgers (brodgers@ibml.com), manager, Solution Consulting, Americas, at ibml (www.ibml.com), a Birmingham, AL-based document imaging solutions provider.
If you want to keep your document imaging business case on track (and who doesn't?), Rodgers suggests avoiding the following 10 all-too-common foul-ups during system deployment:
1. Incorrect sizing of the necessary number of document scanners.
2. Not including all stakeholders (business and IT) in the requirements definition.
3. Buying technology without first conducting a proof of concept.
4. Making decisions on front-end and back-end software separately.
5. Not coordinating software and hardware vendors during system deployment.
6. Not using a phased implementation approach (biting off too much at once).
7. Letting "fear of change" take over.
8. Not thinking LEAN.
9. Not cutting the paper cord.
10. Not "sharing" -- as in utilizing shared services.
What was your biggest mistake when deploying document imaging?
Showing posts with label ecm. Show all posts
Showing posts with label ecm. Show all posts
Thursday, May 26, 2011
Monday, May 23, 2011
Where’s the automation?
By Mark Brousseau
Despite revenues in the billions of dollars and the document volumes inherent to that scale of operation, many—possibly even most—companies have not made the leap to automated data capture technology for invoice processing, a proven driver of efficiency and value in accounts payable (AP).
That’s the key takeaway of a survey of attendees of Fusion 2011, held May 8-12 at the Gaylord Palms Resort and Convention Center near Orlando, Florida. The survey polled AP professionals around the globe, working in numerous industries and for organizations ranging from less than $500 million in annual revenues to well in excess of $10 billion in revenues. It was conducted by The Institute of Financial Operations and sponsored by Brainware. Fusion 2011 brought together more than 1,800 financial operations professionals and 170 exhibiting companies.
With an increased focus on working capital management, many AP professionals are emphasizing a need for greater visibility into and reporting of invoice processing—a demonstrated strength of available data capture and extraction technologies such as optical character recognition (OCR) and intelligent document recognition (IDR). That’s what makes these survey findings so surprising.
More than half of the survey respondents (56.3 percent) indicated that their AP organization doesn’t use automated data capture technology. And, only 3.1 percent of respondents stated that their AP organization plans to implement automated data capture within the next six months, while 6.3 percent stated their AP organization plans to implement the technology within the next 12 months.
Why aren’t AP departments making greater use of automated data capture and extraction?
Tight capital budgets are undoubtedly a factor. But AP departments also may not see the need.
Despite their lack of data capture technologies, most of the respondents to the survey are doing a pretty good job of holding the line on invoice processing costs. A plurality of respondents (41.9 percent) indicated that their average invoice processing costs have not changed over the past 12 months, while 38.7 percent of respondents stated their invoice processing costs have dropped slightly. Only 12.9 percent of respondents indicated that their average invoice processing costs have increased either slightly (9.7 percent) or significantly (3.2 percent) over the past 12 months.
Similarly, a plurality of respondents (40 percent) indicated that their average cost to process an invoice is between $2 and $5 – in line with the costs published in surveys by industry research firms. Some 16.7 percent of respondents said their average invoice processing costs are less than $2.
But the survey results show that many AP departments could benefit from labor-saving technologies such as automated data capture. More than a quarter of respondents (26.7 percent) pegged their average invoice processing costs between $5 and $10. Worse, 13.4 percent of respondents stated their average invoice processing costs are between $10 and $20, while 3.3 percent of respondents indicated that their average invoice processing costs were between an eye-popping $20 and $25.
“Among other findings, more than a third of respondents claim it still takes them more than twelve days to process an invoice, inhibiting their ability to take early payment discounts, creating backlogs, and often necessitating increased headcount,” notes Charles Kaplan, vice president of sales and marketing at Brainware. Twenty-five percent of respondents stated it takes their organization more than 15 days to pay invoices. “Automated data capture solves those problems and many others.”
To this point, a plurality of respondents (32.3 percent) believe that “better visibility and reporting” is the biggest benefit of the technology, followed by “faster turnaround” (29 percent), “lower costs” (12.9 percent), “better working capital management” (12.9 percent), and “fewer errors” (9.7 percent). Only 3.2 percent of survey respondents stated that they see “no benefit” to automated data capture.
The bottom line is that despite all the hype about automating invoice processing with data capture technology, vendors have a long way to go in convincing AP departments to deploy them.
What do you think?
Despite revenues in the billions of dollars and the document volumes inherent to that scale of operation, many—possibly even most—companies have not made the leap to automated data capture technology for invoice processing, a proven driver of efficiency and value in accounts payable (AP).
That’s the key takeaway of a survey of attendees of Fusion 2011, held May 8-12 at the Gaylord Palms Resort and Convention Center near Orlando, Florida. The survey polled AP professionals around the globe, working in numerous industries and for organizations ranging from less than $500 million in annual revenues to well in excess of $10 billion in revenues. It was conducted by The Institute of Financial Operations and sponsored by Brainware. Fusion 2011 brought together more than 1,800 financial operations professionals and 170 exhibiting companies.
With an increased focus on working capital management, many AP professionals are emphasizing a need for greater visibility into and reporting of invoice processing—a demonstrated strength of available data capture and extraction technologies such as optical character recognition (OCR) and intelligent document recognition (IDR). That’s what makes these survey findings so surprising.
More than half of the survey respondents (56.3 percent) indicated that their AP organization doesn’t use automated data capture technology. And, only 3.1 percent of respondents stated that their AP organization plans to implement automated data capture within the next six months, while 6.3 percent stated their AP organization plans to implement the technology within the next 12 months.
Why aren’t AP departments making greater use of automated data capture and extraction?
Tight capital budgets are undoubtedly a factor. But AP departments also may not see the need.
Despite their lack of data capture technologies, most of the respondents to the survey are doing a pretty good job of holding the line on invoice processing costs. A plurality of respondents (41.9 percent) indicated that their average invoice processing costs have not changed over the past 12 months, while 38.7 percent of respondents stated their invoice processing costs have dropped slightly. Only 12.9 percent of respondents indicated that their average invoice processing costs have increased either slightly (9.7 percent) or significantly (3.2 percent) over the past 12 months.
Similarly, a plurality of respondents (40 percent) indicated that their average cost to process an invoice is between $2 and $5 – in line with the costs published in surveys by industry research firms. Some 16.7 percent of respondents said their average invoice processing costs are less than $2.
But the survey results show that many AP departments could benefit from labor-saving technologies such as automated data capture. More than a quarter of respondents (26.7 percent) pegged their average invoice processing costs between $5 and $10. Worse, 13.4 percent of respondents stated their average invoice processing costs are between $10 and $20, while 3.3 percent of respondents indicated that their average invoice processing costs were between an eye-popping $20 and $25.
“Among other findings, more than a third of respondents claim it still takes them more than twelve days to process an invoice, inhibiting their ability to take early payment discounts, creating backlogs, and often necessitating increased headcount,” notes Charles Kaplan, vice president of sales and marketing at Brainware. Twenty-five percent of respondents stated it takes their organization more than 15 days to pay invoices. “Automated data capture solves those problems and many others.”
To this point, a plurality of respondents (32.3 percent) believe that “better visibility and reporting” is the biggest benefit of the technology, followed by “faster turnaround” (29 percent), “lower costs” (12.9 percent), “better working capital management” (12.9 percent), and “fewer errors” (9.7 percent). Only 3.2 percent of survey respondents stated that they see “no benefit” to automated data capture.
The bottom line is that despite all the hype about automating invoice processing with data capture technology, vendors have a long way to go in convincing AP departments to deploy them.
What do you think?
Tuesday, May 17, 2011
The alligator and the vendor
Posted by Mark Brousseau
ibml Business Solution Consultant Curtis Williams sees an alligator up-close at Celebration, Florida, during downtime at last week's Fusion conference.
ibml Business Solution Consultant Curtis Williams sees an alligator up-close at Celebration, Florida, during downtime at last week's Fusion conference.
Friday, May 13, 2011
Make information safekeeping part of your hurricane preparations
Posted by Mark Brousseau
Forecasters at Colorado State University recently announced that the 2011 Atlantic hurricane season will be very active. Before the season starts, it's time for businesses to get ready, while remembering their most valuable asset: information.
"No matter the size of a company, without access to information, clients could be lost and the owner may be at risk for losing the business altogether," said Marshall Stevens, co-owner of Stevens & Stevens Business Records Management, Inc, a Florida-based records management center. "To ensure business continuity, owners should develop a disaster recovery plan to assess how they're storing and managing information. These plans can help keep a business up and running so all business functions could be handled, even without access to your facility or network."
Get prepared by considering the following:
... Location and security of your storage facility – Store information off-site in a location that's been designed to withstand high sustained winds, is located in a non-flood zone, has a secure vault and is also secured with alarms, security cameras and pass codes.
... Accessibility – Be sure you can access your information no matter the time of day or day of week.
... Document back-ups – Whether you make copies or have external hard drives, back-up files of key documents is crucial. Keep back-ups in multiple locations, so if a disaster affects your office, another copy of your information is still available.
... Alternative records storage options – Consider utilizing technology that allows files to be converted to electronic images, which are then hosted on a secure, password-protected website. So, if files are destroyed or you couldn't access your facility, information wouldn't be gone for good.
"Hurricane season can be an uneasy time, but by planning how you'll protect information now, if disaster does strike, you can focus on running your business rather than trying to pick up the pieces after the fact," said Stevens.
How does your company safeguard its information during a hurricane?
Forecasters at Colorado State University recently announced that the 2011 Atlantic hurricane season will be very active. Before the season starts, it's time for businesses to get ready, while remembering their most valuable asset: information.
"No matter the size of a company, without access to information, clients could be lost and the owner may be at risk for losing the business altogether," said Marshall Stevens, co-owner of Stevens & Stevens Business Records Management, Inc, a Florida-based records management center. "To ensure business continuity, owners should develop a disaster recovery plan to assess how they're storing and managing information. These plans can help keep a business up and running so all business functions could be handled, even without access to your facility or network."
Get prepared by considering the following:
... Location and security of your storage facility – Store information off-site in a location that's been designed to withstand high sustained winds, is located in a non-flood zone, has a secure vault and is also secured with alarms, security cameras and pass codes.
... Accessibility – Be sure you can access your information no matter the time of day or day of week.
... Document back-ups – Whether you make copies or have external hard drives, back-up files of key documents is crucial. Keep back-ups in multiple locations, so if a disaster affects your office, another copy of your information is still available.
... Alternative records storage options – Consider utilizing technology that allows files to be converted to electronic images, which are then hosted on a secure, password-protected website. So, if files are destroyed or you couldn't access your facility, information wouldn't be gone for good.
"Hurricane season can be an uneasy time, but by planning how you'll protect information now, if disaster does strike, you can focus on running your business rather than trying to pick up the pieces after the fact," said Stevens.
How does your company safeguard its information during a hurricane?
Tuesday, May 3, 2011
Unlocking the value of enterprise content management
By Mark Brousseau
It’s one thing to have enterprise content management (ECM) technology, it’s another thing altogether to get value out of it, Gartner Analyst Mark Gilbert told attendees at Systemware’s user conference, SWUC 11, last week at the Westin Galleria in Dallas.
Companies seem to be getting Gilbert’s message. Many are focusing like never before on ECM applications that provide more value, he told attendees. This trend is being driven by increased expectations from ECM buyers and users, new demands for faster and richer process management and information delivery, increased archiving, compliance and information governance requirements, and the evolution of social media into a tool targeting supply and value chain management.
“The ECM market is strong, and it is reshaping itself as the technology becomes more adaptive and customers make more demands on it,” Gilbert explained, noting that the ECM market now tops $4 billion a year in sales. He added that, “Companies are now relying on ECM to drive business efficiency and achieve better results.“
When it comes to ECM, “ROI matters,” Gilbert said flatly.
Some key elements of the ECM business case that Gilbert identified include:
… Faster, better, processes.
… Better customer service
… Better, less costly regulatory compliance
… Better management decisions
… Better front-line decisions
… Better teamwork
“When we talk to customers, these things come up time and time again,” he said.
Gilbert offered several tips for ensuring your company meets its business case:
… Build a vision for how ECM can transform and drive your business.
… Survey ECM use-cases in your industry.
… Establish roles and an organizational structure to support your ECM vision.
… Set scope for your ECM initiatives by assessing risk and the value of information assets – across the breadth of the content continuum.
… Leverage existing technology and vendors and determine what you have and how it supports the ideals of information infrastructure.
… Accept the fact that technology alone will not succeed; policies and governance models are critical for long-term value.
What do you think?
It’s one thing to have enterprise content management (ECM) technology, it’s another thing altogether to get value out of it, Gartner Analyst Mark Gilbert told attendees at Systemware’s user conference, SWUC 11, last week at the Westin Galleria in Dallas.
Companies seem to be getting Gilbert’s message. Many are focusing like never before on ECM applications that provide more value, he told attendees. This trend is being driven by increased expectations from ECM buyers and users, new demands for faster and richer process management and information delivery, increased archiving, compliance and information governance requirements, and the evolution of social media into a tool targeting supply and value chain management.
“The ECM market is strong, and it is reshaping itself as the technology becomes more adaptive and customers make more demands on it,” Gilbert explained, noting that the ECM market now tops $4 billion a year in sales. He added that, “Companies are now relying on ECM to drive business efficiency and achieve better results.“
When it comes to ECM, “ROI matters,” Gilbert said flatly.
Some key elements of the ECM business case that Gilbert identified include:
… Faster, better, processes.
… Better customer service
… Better, less costly regulatory compliance
… Better management decisions
… Better front-line decisions
… Better teamwork
“When we talk to customers, these things come up time and time again,” he said.
Gilbert offered several tips for ensuring your company meets its business case:
… Build a vision for how ECM can transform and drive your business.
… Survey ECM use-cases in your industry.
… Establish roles and an organizational structure to support your ECM vision.
… Set scope for your ECM initiatives by assessing risk and the value of information assets – across the breadth of the content continuum.
… Leverage existing technology and vendors and determine what you have and how it supports the ideals of information infrastructure.
… Accept the fact that technology alone will not succeed; policies and governance models are critical for long-term value.
What do you think?
Friday, April 29, 2011
Document management best practices
Posted by Mark Brousseau
According to the International Association of Administrative Professionals (IAAP), there are more than 4.3 million secretaries and administrative assistants working in the United States. In honor of Administrative Professionals Day, celebrated on April 27, Cintas Corporation offered best practices to help administrative professionals implement a successful office-wide program to manage, maintain and protect confidential business documents.
"During the recession, downsizing has forced all office professionals to come together and work harder in the workplace,” said Marcia Peller, corporate office services manager, Cintas. “Ensuring business information remains secure, yet easily accessible is essential to the success of any business. This is best accomplished through an integrated program that involves all relevant stakeholders.”
Cintas’ best practices include:
1. Create a document retention schedule. All businesses have an abundance of documents and records to maintain, which can often be a daunting task. To maximize space efficiently and increase productivity, work with management and a legal consultant to identify a retention schedule based on legal requirements and internal company policies. Depending on the type of business, proactively learn and implement these retention guidelines to maintain an organized, uncluttered office.
2. Educate and engage employees. Once a retention schedule has been established, educate and train all employees to take a proactive role and follow protocol. Each year, update employees regarding any new legal requirements and encourage them to securely shred any documents that are no longer needed. This will save space to ensure current documents are easily accessible.
3. Store records offsite. If your company has a large volume of records with long retention periods but limited space, consider an offsite storage provider. This will free up space and keep confidential information out of the wrong hands. The ideal provider will offer a secure storage facility equipped with 24-hour security cameras, alarm systems and complete fire protection systems to protect records from catastrophes such as floods and fires.
4. Limit accessibility to records. Only personnel who require job-related access should be authorized to view records. Limiting accessibility is critical as every business retains some degree of confidential information regarding their employees and customers. Such information includes names, addresses, credit card numbers, Social Security numbers and other account information. By enforcing these rules, administrative professionals can greatly reduce the threat of data breaches from employees and other unauthorized sources.
5. Digitally image critical files. Converting paper files and records to electronic documents can help businesses increase productivity, improve processes and ensure compliance with regulatory requirements. From disaster recovery planning, to having immediate access to files, a digital imaging solution helps employees find what they need, when they need it. Consider working with a professional provider that provides secure document imaging and scanning services to gain immediate, real-time access to all critical files.
6. Implement a “shred-all” program. It is important to securely shred all unneeded documents. With identity theft and data breaches on the rise, doing so will protect confidential business data and customers’ sensitive information from falling into the wrong hands. In addition, encourage employees to shred their personal information at work to protect their identity as well. Recommend a shredding service that destroys documents on a scheduled basis. These companies place secure shredding containers in accessible and identifiable locations to make it safe and convenient for all employees to properly shred documents that have reached the end of their useful life. In addition, they will provide a certificate of destruction for a legal audit trail.
7. Create an office recycling program. Ensure that your office or department is doing its part to protect the earth by encouraging and promoting a paper recycling program. Many companies that offer shredding services recycle the paper into secondary paper products, such as paper towels, to reduce the impact on the environment. Recycling paper saves water, reduces green house gas emissions and uses 25 percent less energy than manufacturing paper from trees.
“Administrative professionals work hard throughout the year to ensure their offices operate as efficiently as possible,” said Brittney Kirk, marketing associate, Cintas Document Management. “This Administrative Professionals Day, we want to recognize their efforts and provide them with best practices to help them securely protect and store confidential information to ensure business success.”
What do you think?
According to the International Association of Administrative Professionals (IAAP), there are more than 4.3 million secretaries and administrative assistants working in the United States. In honor of Administrative Professionals Day, celebrated on April 27, Cintas Corporation offered best practices to help administrative professionals implement a successful office-wide program to manage, maintain and protect confidential business documents.
"During the recession, downsizing has forced all office professionals to come together and work harder in the workplace,” said Marcia Peller, corporate office services manager, Cintas. “Ensuring business information remains secure, yet easily accessible is essential to the success of any business. This is best accomplished through an integrated program that involves all relevant stakeholders.”
Cintas’ best practices include:
1. Create a document retention schedule. All businesses have an abundance of documents and records to maintain, which can often be a daunting task. To maximize space efficiently and increase productivity, work with management and a legal consultant to identify a retention schedule based on legal requirements and internal company policies. Depending on the type of business, proactively learn and implement these retention guidelines to maintain an organized, uncluttered office.
2. Educate and engage employees. Once a retention schedule has been established, educate and train all employees to take a proactive role and follow protocol. Each year, update employees regarding any new legal requirements and encourage them to securely shred any documents that are no longer needed. This will save space to ensure current documents are easily accessible.
3. Store records offsite. If your company has a large volume of records with long retention periods but limited space, consider an offsite storage provider. This will free up space and keep confidential information out of the wrong hands. The ideal provider will offer a secure storage facility equipped with 24-hour security cameras, alarm systems and complete fire protection systems to protect records from catastrophes such as floods and fires.
4. Limit accessibility to records. Only personnel who require job-related access should be authorized to view records. Limiting accessibility is critical as every business retains some degree of confidential information regarding their employees and customers. Such information includes names, addresses, credit card numbers, Social Security numbers and other account information. By enforcing these rules, administrative professionals can greatly reduce the threat of data breaches from employees and other unauthorized sources.
5. Digitally image critical files. Converting paper files and records to electronic documents can help businesses increase productivity, improve processes and ensure compliance with regulatory requirements. From disaster recovery planning, to having immediate access to files, a digital imaging solution helps employees find what they need, when they need it. Consider working with a professional provider that provides secure document imaging and scanning services to gain immediate, real-time access to all critical files.
6. Implement a “shred-all” program. It is important to securely shred all unneeded documents. With identity theft and data breaches on the rise, doing so will protect confidential business data and customers’ sensitive information from falling into the wrong hands. In addition, encourage employees to shred their personal information at work to protect their identity as well. Recommend a shredding service that destroys documents on a scheduled basis. These companies place secure shredding containers in accessible and identifiable locations to make it safe and convenient for all employees to properly shred documents that have reached the end of their useful life. In addition, they will provide a certificate of destruction for a legal audit trail.
7. Create an office recycling program. Ensure that your office or department is doing its part to protect the earth by encouraging and promoting a paper recycling program. Many companies that offer shredding services recycle the paper into secondary paper products, such as paper towels, to reduce the impact on the environment. Recycling paper saves water, reduces green house gas emissions and uses 25 percent less energy than manufacturing paper from trees.
“Administrative professionals work hard throughout the year to ensure their offices operate as efficiently as possible,” said Brittney Kirk, marketing associate, Cintas Document Management. “This Administrative Professionals Day, we want to recognize their efforts and provide them with best practices to help them securely protect and store confidential information to ensure business success.”
What do you think?
Tuesday, April 12, 2011
Inspire 2011 kicks off in Las Vegas
By Mark Brousseau
More than 900 document automation professionals have descended upon Las Vegas this week for Perceptive Software’s Inspire 2011 user conference at the Wynn.
This is the fifth year that Perceptive Software has held its Inspire event.
The attendance at this year’s Inspire user conference is a record, Jeremy McNeive, Perceptive Software’s public relations manager told me yesterday, topping the crowd of about 700 that attended Inspire 2010 in Kansas City. McNeive attributes the growth to the improving economy, the continuing pressure within organizations to improve efficiency, and the value that end-users perceive from the content. For instance, yesterday’s keynote address on the state of the company by Perceptive Software President and CEO Scott Coons was “very well received,” McNeive said.
Inspire 2011 includes more than 60 educational sessions (more than ever before at an Inspire event), with learning tracks dedicated to higher education, healthcare, financial services, the back-office, and product and platform information. There also is a large resource center where end-users can try out Perceptive Software products and get answers to technical and product questions from the company’s experts.
Eight of Perceptive Software’s partners also are exhibiting at the event: Lexmark (Perceptive Software’s parent company), Fujitsu, Napersoft, Scanning America, CSP Group, Docucon, Global Information Distribution, and HyBridge Solutions. Many of these partners provide various components for Perceptive Software’s solutions.
One of the hot topics among attendees is the anticipated release next year of ImageNow 6.7, which will offer “a little bit of everything” for end-users, McNeive said, including records information management and foldering capabilities. It will help end-users move towards collaboration in an even bigger way, McNeive added.
“There is lots of energy here and lots of excitement,” McNeive concluded.
Going to school on workflow
By Mark Brousseau
Kansas State University (KSU) has increased productivity, raised efficiency and reallocated staff by deploying Perceptive Software’s ImageNow enterprise content platform in its admissions office. Rhiannon Englert of application manager and ImageNow client administrator, undergraduate admissions, shared the university’s story yesterday at Perceptive Software’s Inspire 2011 user conference in Las Vegas.
Founded in 1863 and located in Manhattan, Kansas, KSU offers more than 250 majors and programs and serves over 23,500 students. The university’s admissions office has about 50 ImageNow users, and holds about 30 seat licenses at a time.
The university processes about 20,000 applications and 20,000 transcripts per year.
Before deploying ImageNow in 2002, the university previously used a “very large and very loud filing-drawer system” for managing its admissions documents. “It was a very clunky system and took up a lot of space,” Englert said. “By deploying ImageNow, we were able to replace that system with three workstations.”
Until three years ago, KSU used its ImageNow solution primarily for electronic document storage. The school’s workflow was used largely for basic tasks and was centered on an in-house routing slip and back-end document scanning
In this paper-driven environment, the university would date-stamp incoming admissions documents and then send them to its document processing staff, who would perform data entry and make any necessary notations directly on the original documents. The documents then would go to an evaluator-level employee for more processing, and any action that needed to be taken. Once this step was complete, the documents would be scanned and electronically linked to a student ID number.
This process created some challenges, Englert said, starting with the labor involved in manual data entry. “We also were concerned about the location of documents during processing: the only person who knew the location of a document was the person who was processing it,” Englert explained. Similarly, there was no way to quantify the processing workload. “Employees would say, ‘We have a huge stack of transcripts to process,’ but they could didn’t know how many,” Englert said.
That all changed in 2009 when the university upgraded to version 6.3 of ImageNow.
As part of its upgrade to the new version of software, the university evaluated its business process, looking for ways to improve efficiency and eliminate the “vicious cycle” of paper-driven processes, Englert said. Not surprisingly, the university decided to implement a paperless workflow in its admissions office. As a result, incoming documents – including applications and supporting documents – are now scanned upon receipt and then enter electronic workflow queues based on the document type or business process. The electronic documents are then linked to a student identification number in KSU’s PeopleSoft system, processed and archived.
With such a big change in how work is managed, it’s not surprising that Englert’s team had some concerns early on, including: how information would be displayed on monitors; whether they could make electronic annotations on documents: the clarity of document images (for determining the authenticity of transcripts); and the impact on processing turnaround. Some employees also were anxious about the system’s workload monitoring tools, and that someone would be watching them.
The university tackled these issues head-on (i.e. providing all employees with two monitors for easy image viewing) and kept communication to staff flowing.
The benefits have been significant. As a result of moving to a paperless workflow, the university increased efficiency, improved turnaround times, and reallocated staff – all at a time when its budgets are extremely tight. The workload tracking has proven to be a powerful tool for supervisors, helping them better understand staff workloads and turnaround times, and prioritize work when necessary. Englert said it is also easier to locate documents with ImageNow’s search capabilities. .
“During high-volume times, documents are now available in ImageNow within hours or a few days as opposed to several days or weeks,” Englert commented.
Now, the university is looking for more ways to take its processes to the next level.
Kansas State University (KSU) has increased productivity, raised efficiency and reallocated staff by deploying Perceptive Software’s ImageNow enterprise content platform in its admissions office. Rhiannon Englert of application manager and ImageNow client administrator, undergraduate admissions, shared the university’s story yesterday at Perceptive Software’s Inspire 2011 user conference in Las Vegas.
Founded in 1863 and located in Manhattan, Kansas, KSU offers more than 250 majors and programs and serves over 23,500 students. The university’s admissions office has about 50 ImageNow users, and holds about 30 seat licenses at a time.
The university processes about 20,000 applications and 20,000 transcripts per year.
Before deploying ImageNow in 2002, the university previously used a “very large and very loud filing-drawer system” for managing its admissions documents. “It was a very clunky system and took up a lot of space,” Englert said. “By deploying ImageNow, we were able to replace that system with three workstations.”
Until three years ago, KSU used its ImageNow solution primarily for electronic document storage. The school’s workflow was used largely for basic tasks and was centered on an in-house routing slip and back-end document scanning
In this paper-driven environment, the university would date-stamp incoming admissions documents and then send them to its document processing staff, who would perform data entry and make any necessary notations directly on the original documents. The documents then would go to an evaluator-level employee for more processing, and any action that needed to be taken. Once this step was complete, the documents would be scanned and electronically linked to a student ID number.
This process created some challenges, Englert said, starting with the labor involved in manual data entry. “We also were concerned about the location of documents during processing: the only person who knew the location of a document was the person who was processing it,” Englert explained. Similarly, there was no way to quantify the processing workload. “Employees would say, ‘We have a huge stack of transcripts to process,’ but they could didn’t know how many,” Englert said.
That all changed in 2009 when the university upgraded to version 6.3 of ImageNow.
As part of its upgrade to the new version of software, the university evaluated its business process, looking for ways to improve efficiency and eliminate the “vicious cycle” of paper-driven processes, Englert said. Not surprisingly, the university decided to implement a paperless workflow in its admissions office. As a result, incoming documents – including applications and supporting documents – are now scanned upon receipt and then enter electronic workflow queues based on the document type or business process. The electronic documents are then linked to a student identification number in KSU’s PeopleSoft system, processed and archived.
With such a big change in how work is managed, it’s not surprising that Englert’s team had some concerns early on, including: how information would be displayed on monitors; whether they could make electronic annotations on documents: the clarity of document images (for determining the authenticity of transcripts); and the impact on processing turnaround. Some employees also were anxious about the system’s workload monitoring tools, and that someone would be watching them.
The university tackled these issues head-on (i.e. providing all employees with two monitors for easy image viewing) and kept communication to staff flowing.
The benefits have been significant. As a result of moving to a paperless workflow, the university increased efficiency, improved turnaround times, and reallocated staff – all at a time when its budgets are extremely tight. The workload tracking has proven to be a powerful tool for supervisors, helping them better understand staff workloads and turnaround times, and prioritize work when necessary. Englert said it is also easier to locate documents with ImageNow’s search capabilities. .
“During high-volume times, documents are now available in ImageNow within hours or a few days as opposed to several days or weeks,” Englert commented.
Now, the university is looking for more ways to take its processes to the next level.
Thursday, March 24, 2011
info360 wrap-up
Posted by Mark Brousseau
Some odds and ends from AIIM’s info360 event this week in Washington, D.C.:
… d.velop technologies announced the launch of its ecspand for SharePoint enterprise content management (ECM) solution in the United States. Over the past two years, d.velop also introduced ecspand in Europe, the Middle East and Africa. d.velop exhibited in the info360 Microsoft pavilion.
… Colligo Networks and GimmalSoft forged a partnership and will integrate Colligo’s email management software into GimmalSoft’s SharePoint-based records management solution. The partnership will fulfill the DoD 5015.2 design criteria in GimmalSoft’s solution. DoD 5015.2 is the U.S. Department of Defense’s design criteria standard for electronic records management solutions.
… Document collaboration provider Workshare said it was awarded Microsoft Certified Gold ISV Partner status in the Microsoft Partner Program. The Gold ISV certification requires the highest level of competence and expertise with Microsoft technologies. By achieving Gold competency, partners receive benefits such as increased customer visibility through branding and accessibility, as well as training and support. Workshare has been a Microsoft Gold partner since 2005.
… Laserfiche demonstrated its DOD 5015.2-certified records management solution for SharePoint 2010. Laserfiche claims that its SharePoint 2010 integration was the first to obtain DoD 5015.2 certification. With the joint certification, Laserfiche now works with SharePoint 2010 to provide a unified business collaboration platform with enterprise content management (ECM) functionality.
… Datawatch released an enhanced version of its enterprise report management, archive and distribution solution. Called Datawatch BDS V8, the software adds certification for Red Hat LINUX, several new security features, and report and document redaction and translation.
What did you see at AIIM’s info360?
Some odds and ends from AIIM’s info360 event this week in Washington, D.C.:
… d.velop technologies announced the launch of its ecspand for SharePoint enterprise content management (ECM) solution in the United States. Over the past two years, d.velop also introduced ecspand in Europe, the Middle East and Africa. d.velop exhibited in the info360 Microsoft pavilion.
… Colligo Networks and GimmalSoft forged a partnership and will integrate Colligo’s email management software into GimmalSoft’s SharePoint-based records management solution. The partnership will fulfill the DoD 5015.2 design criteria in GimmalSoft’s solution. DoD 5015.2 is the U.S. Department of Defense’s design criteria standard for electronic records management solutions.
… Document collaboration provider Workshare said it was awarded Microsoft Certified Gold ISV Partner status in the Microsoft Partner Program. The Gold ISV certification requires the highest level of competence and expertise with Microsoft technologies. By achieving Gold competency, partners receive benefits such as increased customer visibility through branding and accessibility, as well as training and support. Workshare has been a Microsoft Gold partner since 2005.
… Laserfiche demonstrated its DOD 5015.2-certified records management solution for SharePoint 2010. Laserfiche claims that its SharePoint 2010 integration was the first to obtain DoD 5015.2 certification. With the joint certification, Laserfiche now works with SharePoint 2010 to provide a unified business collaboration platform with enterprise content management (ECM) functionality.
… Datawatch released an enhanced version of its enterprise report management, archive and distribution solution. Called Datawatch BDS V8, the software adds certification for Red Hat LINUX, several new security features, and report and document redaction and translation.
What did you see at AIIM’s info360?
Government e-discovery trends
Posted by Mark Brousseau
The chief information officer increasingly is joining the chief council in setting e-Discovery strategy within government organizations. That's according to a survey by USIS, an Altegrity company, conducted among government leaders from the federal e-Discovery community.
Among the other findings of the survey:
• Information management, data collection, and producing discoverable results in a timely manner are major concerns.
• More than one-third of respondents said the preservation and collection stage of electronic data discovery (EDD) needs the most improvement.
• Organizations that place a strong emphasis on the EDD process and strategy tend to have better e-Discovery processes.
• Among respondents whose organizations do not place an emphasis on the EDD process, not a single one reported being satisfied with their e-Discovery process.
“This survey reinforces how important it is to have good information management practices in place for the e-Discovery program and the burden it can place on a team when those practices simply aren’t there,” notes Michael Santelli, president of USIS’ Information Management Division (LABAT). “Being proactive about managing data can also save money. It is not uncommon to hear that the cost of one litigation would have paid for the technology and services to better manage the data.”
What do you think?
The chief information officer increasingly is joining the chief council in setting e-Discovery strategy within government organizations. That's according to a survey by USIS, an Altegrity company, conducted among government leaders from the federal e-Discovery community.
Among the other findings of the survey:
• Information management, data collection, and producing discoverable results in a timely manner are major concerns.
• More than one-third of respondents said the preservation and collection stage of electronic data discovery (EDD) needs the most improvement.
• Organizations that place a strong emphasis on the EDD process and strategy tend to have better e-Discovery processes.
• Among respondents whose organizations do not place an emphasis on the EDD process, not a single one reported being satisfied with their e-Discovery process.
“This survey reinforces how important it is to have good information management practices in place for the e-Discovery program and the burden it can place on a team when those practices simply aren’t there,” notes Michael Santelli, president of USIS’ Information Management Division (LABAT). “Being proactive about managing data can also save money. It is not uncommon to hear that the cost of one litigation would have paid for the technology and services to better manage the data.”
What do you think?
AIIM/info360 lint in the cranial vent
By Steve Weissman of the Holly Group
After spending more than three days at the AIIM Conference/Info360 event in Washington, D.C., my brain is clogged with all kinds of interesting nuggets.
Here are but a few of the more intriguing story lines that stuck following my ECM Practitioner class, my series of show-floor briefings, and my numerous in-the-corridor-and-press-room perspective checks with buyers, vendors, and integrator/reseller types:
Misuse/overuse of the word “new”
This itself isn’t, well, new in terms of vendor marketing, but it kept surfacing in places where the principals really ought to have known better. The lesson is to ask, “In what way is this new?” when you hear the word.
Is the feature/product/capability truly innovative? Never before seen in this particular market space? Never before offered by this particular vendor? I found much of what was touted as “new” either to be old client/server development techniques wrapped in ECM/BPM clothes or long-standard features finally being offered by the vendor in question. So as they said in ancient Rome, caveat emptor.
Emerging stratification in the world of mobility
All the talk of customer engagement intersected with the drive to enhance the mobile experience to surface an important distinction between enabling browser-based smartphone or tablet access to content and process activities on the one hand, and fielding true mobile apps for the purpose on the other.
The separation of these two tiers is still nascent, but the long-term ramifications are significant since they speak to new ways to think about information architecture, content structure, usability, security, and privacy. The use of “m.” sites and formatting is just the beginning.
Tendency to ignore the past (and thus the risk of being condemned to repeat it)
Specifically, is cloud computing a true innovation or merely a viable hosting alternative with its roots in 1970s timesharing and 1990s ASPs? (See prior point regarding new.)
To be sure, the underlying technology is hugely more flexible and accessible today than it was then, but the takeaway here isn’t one of semantics and definition – rather, it has to do with cutting away the hype, focusing on the practical, and, especially, looking to preceding market models and technology trends for guidance.
Black/white vs. shades of gray
Perhaps it’s a reflection of how commodity so much of the technology has become, and thus how competitive the market is today. But there was an awful lot of talk about good tools vs. bad, all users vs. none wanting certain features, old technologies being dead vs. new ones being saviors.
Well, the world isn’t a binary place. Tools that do x vs. y aren’t better of worse; they’re merely different, and depending upon what you need to accomplish, they may be absolutely perfect for you. Just as, say, and “old” technology like microfiche is very much alive, and perhaps critical for archivists needing to think in terms of centuries-long retention schedules.
Conclusion
My mother-in-law used to say, “Remember who you are!” when the kids would go out, and so you should remember who you are when you attend conferences and exhibitions. There’ll be plenty that will stick in your brain, and you’ll best make sense of it only by using your own organization and needs as the touchstone.
What do you think?
Steve Weissman, ECMp, ECMs, BPMp, can be reached at 617-383-4655.
After spending more than three days at the AIIM Conference/Info360 event in Washington, D.C., my brain is clogged with all kinds of interesting nuggets.
Here are but a few of the more intriguing story lines that stuck following my ECM Practitioner class, my series of show-floor briefings, and my numerous in-the-corridor-and-press-room perspective checks with buyers, vendors, and integrator/reseller types:
Misuse/overuse of the word “new”
This itself isn’t, well, new in terms of vendor marketing, but it kept surfacing in places where the principals really ought to have known better. The lesson is to ask, “In what way is this new?” when you hear the word.
Is the feature/product/capability truly innovative? Never before seen in this particular market space? Never before offered by this particular vendor? I found much of what was touted as “new” either to be old client/server development techniques wrapped in ECM/BPM clothes or long-standard features finally being offered by the vendor in question. So as they said in ancient Rome, caveat emptor.
Emerging stratification in the world of mobility
All the talk of customer engagement intersected with the drive to enhance the mobile experience to surface an important distinction between enabling browser-based smartphone or tablet access to content and process activities on the one hand, and fielding true mobile apps for the purpose on the other.
The separation of these two tiers is still nascent, but the long-term ramifications are significant since they speak to new ways to think about information architecture, content structure, usability, security, and privacy. The use of “m.” sites and formatting is just the beginning.
Tendency to ignore the past (and thus the risk of being condemned to repeat it)
Specifically, is cloud computing a true innovation or merely a viable hosting alternative with its roots in 1970s timesharing and 1990s ASPs? (See prior point regarding new.)
To be sure, the underlying technology is hugely more flexible and accessible today than it was then, but the takeaway here isn’t one of semantics and definition – rather, it has to do with cutting away the hype, focusing on the practical, and, especially, looking to preceding market models and technology trends for guidance.
Black/white vs. shades of gray
Perhaps it’s a reflection of how commodity so much of the technology has become, and thus how competitive the market is today. But there was an awful lot of talk about good tools vs. bad, all users vs. none wanting certain features, old technologies being dead vs. new ones being saviors.
Well, the world isn’t a binary place. Tools that do x vs. y aren’t better of worse; they’re merely different, and depending upon what you need to accomplish, they may be absolutely perfect for you. Just as, say, and “old” technology like microfiche is very much alive, and perhaps critical for archivists needing to think in terms of centuries-long retention schedules.
Conclusion
My mother-in-law used to say, “Remember who you are!” when the kids would go out, and so you should remember who you are when you attend conferences and exhibitions. There’ll be plenty that will stick in your brain, and you’ll best make sense of it only by using your own organization and needs as the touchstone.
What do you think?
Steve Weissman, ECMp, ECMs, BPMp, can be reached at 617-383-4655.
Monday, March 21, 2011
The business value of managed content
Posted by Mark Brousseau
Managed content can deliver 30 percent productivity gains and a 25 percent in efficiency improvements, according to new research co-sponsored by OpenText and AIIM.
One of the more notable findings from the survey of more than 450 information technology professionals and business managers is that the productivity of professional staff would be improved by 30 percent if they could only find internal information and documents as quickly and as easily as they find information on the Web. Along the same lines, respondents said customer service levels and response times could be improved by 33 percent if all customer-facing staff could immediately access and share all of the customer-related and case-related information.
Additional opportunities for improvement included:
• The productivity of administrative staff could be increased on average by 33 percent through use of workflow, scanned forms and automated data capture.
• Changing to a culture of electronic-only filing would reduce the office space allocated to filing storage from 14.5 percent to 5.9 percent – a 60-percent reduction.
• The size of server farms dedicated to unstructured content and emails could be reduced by between a third and a half if each document or email attachment was stored only once.
• A collaborative, widely accessible team-site environment could improve project delivery by 23 percent on average in terms of time and project costs.
• Respondents indicated they believe that Enterprise 2.0 applications could improve staff productivity and engagement by about 18 percent.
• The improved efficiency from providing office staff with comprehensive mobile access to company information would likely be between 20 and 25 percent.
While the survey indicates a compelling case for adopting enterprise content management (ECM) technologies, it also exposes the significant challenges for companies that get overwhelmed by the sheer volume of documents and content accumulating on shared drives, email, laptops and mobile device and paper files.
According to 61 percent of the survey respondents, organizational knowledge is the first thing to suffer in a badly managed environment, causing the organization to lose its competitive position due to poor decisions and a lack of accumulated corporate expertise. Innovation is considered to be another significant victim of poor collaboration and restricted knowledge-sharing, followed by the productivity impact of information search fatigue.
Compliance breaches and information and data leaks also weighed heavily on the minds of the survey respondents. For instance, 40 percent of organizations would take a financial hit from a compliance breach while fully 66 percent would suffer bad – and costly – publicity. Over a third of organizations reported they would have no way of finding out who was responsible if sensitive data was “leaked” to a competitor or to the press by a trusted employee. Only a quarter could readily point to a specific employee based on activity logs. For 60 percent of the largest organizations, the potential impact of such a leak would be high, and for 13 percent it would be “disastrous.”
“As the research confirms, companies that claim, control and capitalize on content increase their people’s contribution, deliver better customer service, and save money – all of which leads to better business,” said James Latham, chief marketing officer, OpenText. “At the same time, succumbing to fast-growing unstructured content inside the enterprise will increase risk, stifle innovation, or worse yet, leak sensitive documents. The case for ECM has never been stronger.”
What do you think?
Managed content can deliver 30 percent productivity gains and a 25 percent in efficiency improvements, according to new research co-sponsored by OpenText and AIIM.
One of the more notable findings from the survey of more than 450 information technology professionals and business managers is that the productivity of professional staff would be improved by 30 percent if they could only find internal information and documents as quickly and as easily as they find information on the Web. Along the same lines, respondents said customer service levels and response times could be improved by 33 percent if all customer-facing staff could immediately access and share all of the customer-related and case-related information.
Additional opportunities for improvement included:
• The productivity of administrative staff could be increased on average by 33 percent through use of workflow, scanned forms and automated data capture.
• Changing to a culture of electronic-only filing would reduce the office space allocated to filing storage from 14.5 percent to 5.9 percent – a 60-percent reduction.
• The size of server farms dedicated to unstructured content and emails could be reduced by between a third and a half if each document or email attachment was stored only once.
• A collaborative, widely accessible team-site environment could improve project delivery by 23 percent on average in terms of time and project costs.
• Respondents indicated they believe that Enterprise 2.0 applications could improve staff productivity and engagement by about 18 percent.
• The improved efficiency from providing office staff with comprehensive mobile access to company information would likely be between 20 and 25 percent.
While the survey indicates a compelling case for adopting enterprise content management (ECM) technologies, it also exposes the significant challenges for companies that get overwhelmed by the sheer volume of documents and content accumulating on shared drives, email, laptops and mobile device and paper files.
According to 61 percent of the survey respondents, organizational knowledge is the first thing to suffer in a badly managed environment, causing the organization to lose its competitive position due to poor decisions and a lack of accumulated corporate expertise. Innovation is considered to be another significant victim of poor collaboration and restricted knowledge-sharing, followed by the productivity impact of information search fatigue.
Compliance breaches and information and data leaks also weighed heavily on the minds of the survey respondents. For instance, 40 percent of organizations would take a financial hit from a compliance breach while fully 66 percent would suffer bad – and costly – publicity. Over a third of organizations reported they would have no way of finding out who was responsible if sensitive data was “leaked” to a competitor or to the press by a trusted employee. Only a quarter could readily point to a specific employee based on activity logs. For 60 percent of the largest organizations, the potential impact of such a leak would be high, and for 13 percent it would be “disastrous.”
“As the research confirms, companies that claim, control and capitalize on content increase their people’s contribution, deliver better customer service, and save money – all of which leads to better business,” said James Latham, chief marketing officer, OpenText. “At the same time, succumbing to fast-growing unstructured content inside the enterprise will increase risk, stifle innovation, or worse yet, leak sensitive documents. The case for ECM has never been stronger.”
What do you think?
Wednesday, December 8, 2010
Greening Your Mail Can Keep You in the Black
By Greg Brown, Marketing Director, Melissa Data
A recent Aperture Research Institute study reported upwards of 70 percent of organizations have adopted a green initiative of some kind. While those companies should be lauded for their efforts at environmental stewardship, bad days on Wall Street and for the economy have seen some companies abandon or scale back their green initiatives as they tighten their belts.
Now is the time to take a realistic look at your company’s green initiatives and ask whether or not the practices undertaken are “evergreen” – promoting not only environmental sustainability, but also sound business practices and solid return on investment so as to be sustainable in good economic conditions as well as bad.
For instance, over six million trees and more than 300 million pounds of paper are wasted each year on undeliverable-as-addressed Standard class mail, as reported by UAA Clearinghouse. It costs the Post Office over 2 billion dollars annually to process this true “junk mail”. And the cost to mailers is even more dramatic – undeliverable mail costs direct mailers over $6 billion dollars a year.
So, is Postmaster General Jack Potter’s call to reduce UAA mail by 50 percent by 2010 a green initiative designed to decrease global warming and unnecessary environmental waste? Absolutely. But it’s also a common sense business initiative that will save both the USPS and mailers a tremendous amount of money – money better spent on job creation, product development, and effective marketing.
Here are 10 steps you can easily implement to save money as you green your mailings – reducing waste, while improving deliverability, effectiveness and response to ensure you stay in the black, even as the economy sees red:
1. Correct your mailing
2. Update your mailing
3. Dedupe your mailing
4. Suppress your mailing
5. Target your mailing
6. TransPromo your mailing
7. Connect your mailing
8. Downsize your mailing
9. Sustain your mailing
10. Recycle your mailing
Has your organization had success with any of these strategies?
A recent Aperture Research Institute study reported upwards of 70 percent of organizations have adopted a green initiative of some kind. While those companies should be lauded for their efforts at environmental stewardship, bad days on Wall Street and for the economy have seen some companies abandon or scale back their green initiatives as they tighten their belts.
Now is the time to take a realistic look at your company’s green initiatives and ask whether or not the practices undertaken are “evergreen” – promoting not only environmental sustainability, but also sound business practices and solid return on investment so as to be sustainable in good economic conditions as well as bad.
For instance, over six million trees and more than 300 million pounds of paper are wasted each year on undeliverable-as-addressed Standard class mail, as reported by UAA Clearinghouse. It costs the Post Office over 2 billion dollars annually to process this true “junk mail”. And the cost to mailers is even more dramatic – undeliverable mail costs direct mailers over $6 billion dollars a year.
So, is Postmaster General Jack Potter’s call to reduce UAA mail by 50 percent by 2010 a green initiative designed to decrease global warming and unnecessary environmental waste? Absolutely. But it’s also a common sense business initiative that will save both the USPS and mailers a tremendous amount of money – money better spent on job creation, product development, and effective marketing.
Here are 10 steps you can easily implement to save money as you green your mailings – reducing waste, while improving deliverability, effectiveness and response to ensure you stay in the black, even as the economy sees red:
1. Correct your mailing
2. Update your mailing
3. Dedupe your mailing
4. Suppress your mailing
5. Target your mailing
6. TransPromo your mailing
7. Connect your mailing
8. Downsize your mailing
9. Sustain your mailing
10. Recycle your mailing
Has your organization had success with any of these strategies?
Wednesday, December 1, 2010
Enterprises will place emphasis on vendor integration in 2011
Posted by Mark Brousseau
As organizations become increasingly decentralized, 2011 will see enterprises identifying technology suppliers that can integrate effectively with other — often competing — solutions, according to new research released by analyst firm Real Story Group (formerly CMS Watch).
"Going into 2011, our research customers are indicating an unprecedented aversion to vendor lock-in," said Real Story Group President and Principal Analyst, Tony Byrne. "In the real world, enterprises have to support multiple devices, multiple internal portals, multiple web delivery channels, underutilized SharePoint deployments, and the lingering primacy of e-mail as a corporate information management platform — so vendors will have to adapt."
Real Story Group provided 12 other technology predictions for 2011:
1. "Bring Your Own Device" policies will push HTML5 adoption for mobile access to enterprise applications
2. Content-rich customers will rebel against Web CMS marketing spins
3. Microsoft will turn to partners to fix SharePoint shortcomings
4. The top end of the Web CMS market will be redefined
5. Intranet community managers will adopt public social functionality
6. SaaS vendors will try to separate from "The Cloud"
7. Buyers will have a greater acceptance of newer standards
8. Case Management will become the leading application from high-end ECM vendors
9. Digital Asset Management vendors will greatly expand video management capabilities
10. E-mail will remain the world's de-facto enterprise document repository and workflow system
11. Portal software will increasingly produce services for other portals
12. Specialized talent around managing content will begin to migrate out of large corporations
What do you think?
As organizations become increasingly decentralized, 2011 will see enterprises identifying technology suppliers that can integrate effectively with other — often competing — solutions, according to new research released by analyst firm Real Story Group (formerly CMS Watch).
"Going into 2011, our research customers are indicating an unprecedented aversion to vendor lock-in," said Real Story Group President and Principal Analyst, Tony Byrne. "In the real world, enterprises have to support multiple devices, multiple internal portals, multiple web delivery channels, underutilized SharePoint deployments, and the lingering primacy of e-mail as a corporate information management platform — so vendors will have to adapt."
Real Story Group provided 12 other technology predictions for 2011:
1. "Bring Your Own Device" policies will push HTML5 adoption for mobile access to enterprise applications
2. Content-rich customers will rebel against Web CMS marketing spins
3. Microsoft will turn to partners to fix SharePoint shortcomings
4. The top end of the Web CMS market will be redefined
5. Intranet community managers will adopt public social functionality
6. SaaS vendors will try to separate from "The Cloud"
7. Buyers will have a greater acceptance of newer standards
8. Case Management will become the leading application from high-end ECM vendors
9. Digital Asset Management vendors will greatly expand video management capabilities
10. E-mail will remain the world's de-facto enterprise document repository and workflow system
11. Portal software will increasingly produce services for other portals
12. Specialized talent around managing content will begin to migrate out of large corporations
What do you think?
Wednesday, November 17, 2010
Going Green with ECM
By Derrick Murphy of ibml
There's no doubt that reducing or eliminating paper-based processes presents clear and sizeable economic advantages. In large part, these cost savings have driven the demand for enterprise content management (ECM) solutions. But digitizing paper-driven processes is also an essential component of the sustainability, or "green," initiatives now underway at companies large and small.
By its nature, ECM promotes efficiency and optimal use of resources. By replacing paper-based processing with electronic processes -- and eliminating paper-related transportation, storage and handling -- ECM solutions can help organizations more quickly realize their green initiatives.
In fact, when you consider the hefty environmental impact of office paper (the U.S. alone consumes about 100 million tons of paper each year, according to the Forest Stewardship Council, or FSC), ECM is a great way to get your organization started down the path to sustainable and green practices.
ECM and the 'Green Movement'
Information and communication technology account for about 2 percent of all carbon dioxide emissions, according to the Energy Information Administration. That might not seem like a lot, but it can easily be reduced. ECM solutions support green initiatives by providing users the ability to:
Reduce paper consumption -- The average worker generates an estimated 45 to 15,000 sheets of paper every day, according to the American Records Management Association (ARMA). ECM solutions allow documents to be processed, managed and stored electronically, including delivery via e-mail, which significantly reduces the amount of paper the average worker consumes each day.
Automate paper-based processes -- Compared to electronic processes, processing paper documents is slow and expensive. ARMA and IDC estimate that the average company spends between 7 to 14 percent of its total costs on document processing in a paper environment. By digitizing document-driven business processes, ECM solutions can automatically identify and route content, such as invoices requiring approval, to the appropriate users or applications, eliminating the need for transportation or multiple copies as well as downstream document storage or shredding/destruction.
Reduce document shipping -- Studies have shown that the average document in an organization is photocopied 19 times. ECM solutions allow organizations to distribute electronic documents securely via intranets, extranets and broadband connection. The more work organizations perform online, the shorter paper trail and the less waste produced. Additionally, this real-time 24/7 access enables employees to review, approve or collaborate on documents without printing or shipping.
Reduce document storage -- Storage requirements for hard copy documents double every three years, according to ARMA and IDC. Storing documents electronically helps companies reduce their carbon footprint by reducing real estate/facilities needs and the associated energy consumption.
Less paper waste -- The average American office worker disposes of 100 to 200 pounds of paper per year, studies show. OB10 cites estimates that production of paper invoices would take up as much space as 10 football fields stacked 100 feet deep (and this doesn't count the storage space before they get to the landfill). ECM solutions address the paper trail that follows many people around and reduce the amount of waste employees generate as well as the energy they consume shredding.
The Financial Benefit
Each of the "green" benefits of ECM solutions mentioned above has an economic benefit:
Reduced paper consumption -- It costs almost $10,000 to fill a four-drawer file cabinet. By leveraging technologies such as e-invoicing, companies can eliminate these paper expenses. For instance, one company is saving $8,000 to $10,000 a month in paper and toner by using ECM.
Reduced document shipping -- Without an ECM solution, an organization might have to copy a document to send to various people. By sharing documents electronically, companies avoid the expenses associated with transporting documents across sites, including courier fees, postage, gas, and vehicle upkeep. Similarly, sharing documents electronically also eliminates the 280 hours per employee that ARMA and IDC say companies spend each year tracking down lost documents.
Reduced document storage -- Paper storage costs an average of $0.14 per page or $1,400 per file cabinet, according to ARMA and IDC. Storing documents electronically eliminates this cost.
Less paper waste -- Digitizing documents reduces a company's costs for destruction/shredding. What's more, in a scanning environment, organizations can physically out-sort and re-use batch headers -- or eliminate them altogether depending on the scanner they use -- to reduce paper waste.
ECM in Action
These aren't hypothetical benefits. Organizations of all sizes, across industries, are achieving "green" benefits -- financial and environmental -- through digital technologies. Here are some examples:
... Banner Life Insurance eliminated the need to photocopy checks and oversized documents (to make them scanner-ready) by deploying scanners that can handle comingled documents of different sizes.
... Wyoming Medical Center (WMC) implemented a solution for scanning medical records. This will eliminate the energy consumption associated with storing its over 13 million pages of patient files in a 5,000 square-foot records room. Additionally, with all of its medical records available online, WMC no longer needs to fax information to physician offices, in turn, reducing paper consumption.
... Humana eliminated the need to insert paper separator sheets between the batches of work it scans by deploying intelligent scanners that can automatically identify different document types.
The bottom line? There's no need to worry that your organization will have to sacrifice operational efficiency or effectiveness to be environmentally friendly. ECM technology can help you do both.
What do you think?
There's no doubt that reducing or eliminating paper-based processes presents clear and sizeable economic advantages. In large part, these cost savings have driven the demand for enterprise content management (ECM) solutions. But digitizing paper-driven processes is also an essential component of the sustainability, or "green," initiatives now underway at companies large and small.
By its nature, ECM promotes efficiency and optimal use of resources. By replacing paper-based processing with electronic processes -- and eliminating paper-related transportation, storage and handling -- ECM solutions can help organizations more quickly realize their green initiatives.
In fact, when you consider the hefty environmental impact of office paper (the U.S. alone consumes about 100 million tons of paper each year, according to the Forest Stewardship Council, or FSC), ECM is a great way to get your organization started down the path to sustainable and green practices.
ECM and the 'Green Movement'
Information and communication technology account for about 2 percent of all carbon dioxide emissions, according to the Energy Information Administration. That might not seem like a lot, but it can easily be reduced. ECM solutions support green initiatives by providing users the ability to:
Reduce paper consumption -- The average worker generates an estimated 45 to 15,000 sheets of paper every day, according to the American Records Management Association (ARMA). ECM solutions allow documents to be processed, managed and stored electronically, including delivery via e-mail, which significantly reduces the amount of paper the average worker consumes each day.
Automate paper-based processes -- Compared to electronic processes, processing paper documents is slow and expensive. ARMA and IDC estimate that the average company spends between 7 to 14 percent of its total costs on document processing in a paper environment. By digitizing document-driven business processes, ECM solutions can automatically identify and route content, such as invoices requiring approval, to the appropriate users or applications, eliminating the need for transportation or multiple copies as well as downstream document storage or shredding/destruction.
Reduce document shipping -- Studies have shown that the average document in an organization is photocopied 19 times. ECM solutions allow organizations to distribute electronic documents securely via intranets, extranets and broadband connection. The more work organizations perform online, the shorter paper trail and the less waste produced. Additionally, this real-time 24/7 access enables employees to review, approve or collaborate on documents without printing or shipping.
Reduce document storage -- Storage requirements for hard copy documents double every three years, according to ARMA and IDC. Storing documents electronically helps companies reduce their carbon footprint by reducing real estate/facilities needs and the associated energy consumption.
Less paper waste -- The average American office worker disposes of 100 to 200 pounds of paper per year, studies show. OB10 cites estimates that production of paper invoices would take up as much space as 10 football fields stacked 100 feet deep (and this doesn't count the storage space before they get to the landfill). ECM solutions address the paper trail that follows many people around and reduce the amount of waste employees generate as well as the energy they consume shredding.
The Financial Benefit
Each of the "green" benefits of ECM solutions mentioned above has an economic benefit:
Reduced paper consumption -- It costs almost $10,000 to fill a four-drawer file cabinet. By leveraging technologies such as e-invoicing, companies can eliminate these paper expenses. For instance, one company is saving $8,000 to $10,000 a month in paper and toner by using ECM.
Reduced document shipping -- Without an ECM solution, an organization might have to copy a document to send to various people. By sharing documents electronically, companies avoid the expenses associated with transporting documents across sites, including courier fees, postage, gas, and vehicle upkeep. Similarly, sharing documents electronically also eliminates the 280 hours per employee that ARMA and IDC say companies spend each year tracking down lost documents.
Reduced document storage -- Paper storage costs an average of $0.14 per page or $1,400 per file cabinet, according to ARMA and IDC. Storing documents electronically eliminates this cost.
Less paper waste -- Digitizing documents reduces a company's costs for destruction/shredding. What's more, in a scanning environment, organizations can physically out-sort and re-use batch headers -- or eliminate them altogether depending on the scanner they use -- to reduce paper waste.
ECM in Action
These aren't hypothetical benefits. Organizations of all sizes, across industries, are achieving "green" benefits -- financial and environmental -- through digital technologies. Here are some examples:
... Banner Life Insurance eliminated the need to photocopy checks and oversized documents (to make them scanner-ready) by deploying scanners that can handle comingled documents of different sizes.
... Wyoming Medical Center (WMC) implemented a solution for scanning medical records. This will eliminate the energy consumption associated with storing its over 13 million pages of patient files in a 5,000 square-foot records room. Additionally, with all of its medical records available online, WMC no longer needs to fax information to physician offices, in turn, reducing paper consumption.
... Humana eliminated the need to insert paper separator sheets between the batches of work it scans by deploying intelligent scanners that can automatically identify different document types.
The bottom line? There's no need to worry that your organization will have to sacrifice operational efficiency or effectiveness to be environmentally friendly. ECM technology can help you do both.
What do you think?
Tuesday, November 9, 2010
The OIT booth at ARMA 2010
Jim Thumma (left), vice president of sales and marketing for Optical Image Technology, Inc. (OIT), and Vijay Magon, technical director for ccube solutions, in the OIT booth at ARMA 2010 in San Francisco.
ibml's booth at ARMA 2010
ibml's booth at ARMA 2010 this week in San Francisco. ibml was demonstrating its ImageTrac Lite scanner at the conference.
What’s keeping CEOs up at night?
By Rich Walsh
Storage professionals who want to bring new ideas to their organizations on how better to manage corporate data might want to take note of Gartner, Inc.’s “seven major CEO concerns that CIOs should address.”
Gartner’s guide for CIOs provides some excellent insight into what management (CEOs in particular) expects from any new project that involves additional spending or technology upgrades. For example, what Gartner outlines in “investing in new cost efficiencies” is consistent with offsite e-storage management plans that I have been discussing with companies of late.
Not surprisingly, anything that saves money will be viewed favorably. As Gartner’s analysts put it, “CIOs proposing larger structural cost-saving ideas, such as major end-to-end process changes or automations, will likely receive CEO approval.”
Additionally, Gartner points out that CEOs are increasingly expecting that solutions be long-term and sustainable. Ideally, anything proposed should not simply be a quick fix.
Offsite data storage projects can meet those requirements and, done right, can produce long-term cost savings and sustainable solutions. Your management team might be interested to know that many businesses have been gradually moving to offsite data management, successfully trimming costs while being able to continue to access, control and monitor their records.
What steps are you taking to improve operations, your role in IT and data management overall?
Rich Walsh is president, Document Archive & Repository Services at Viewpointe. Rich has more than 25 years of operational information technology experience.
Storage professionals who want to bring new ideas to their organizations on how better to manage corporate data might want to take note of Gartner, Inc.’s “seven major CEO concerns that CIOs should address.”
Gartner’s guide for CIOs provides some excellent insight into what management (CEOs in particular) expects from any new project that involves additional spending or technology upgrades. For example, what Gartner outlines in “investing in new cost efficiencies” is consistent with offsite e-storage management plans that I have been discussing with companies of late.
Not surprisingly, anything that saves money will be viewed favorably. As Gartner’s analysts put it, “CIOs proposing larger structural cost-saving ideas, such as major end-to-end process changes or automations, will likely receive CEO approval.”
Additionally, Gartner points out that CEOs are increasingly expecting that solutions be long-term and sustainable. Ideally, anything proposed should not simply be a quick fix.
Offsite data storage projects can meet those requirements and, done right, can produce long-term cost savings and sustainable solutions. Your management team might be interested to know that many businesses have been gradually moving to offsite data management, successfully trimming costs while being able to continue to access, control and monitor their records.
What steps are you taking to improve operations, your role in IT and data management overall?
Rich Walsh is president, Document Archive & Repository Services at Viewpointe. Rich has more than 25 years of operational information technology experience.
Monday, November 8, 2010
The Challenges in Records Management
Posted by Mark Brousseau
The convergence of physical and digital records management – and tying them together to create an “umbrella” information governance model – is the top concern of records managers, Jim Cuff, vice president of strategy, Iron Mountain Digital, said today during a panel discussion at the ARMA Annual Conference. “Complicating matters is the growing volume of digital data and the issues of eDiscovery.”
Cuff said that the most significant stumbling block in creating an information governance model is that organizations have content – which Cuff affectionately calls “stuff” -- everywhere. “Records managers must figure out where all of this stuff is, and how to bring it all together in a sane approach,” Cuff said.
“Records managers are most successful are those instances where they involve other groups, whether they are IT, legal, compliance or even business folks,” said panelist Victor Owour, senior director, Oracle.
Historically, there hasn’t been a lot of collaboration in records management technology, Cuff noted.
But these stakeholders must determine the components that records managers should focus on. “What we found is that a number of our customers have been successful by planning the obit for their records management program early on in the process. They think through the entire problem and what they hope to achieve,” Owour said. “You want to tie records management into your business processes so it fits seamlessly into what the organization does; this way, it’s no longer a task, it is a convenience.”
Regardless, organizations need a retention hold policy, said Perceptive CTO Darren Knipp.
What do you think?
The convergence of physical and digital records management – and tying them together to create an “umbrella” information governance model – is the top concern of records managers, Jim Cuff, vice president of strategy, Iron Mountain Digital, said today during a panel discussion at the ARMA Annual Conference. “Complicating matters is the growing volume of digital data and the issues of eDiscovery.”
Cuff said that the most significant stumbling block in creating an information governance model is that organizations have content – which Cuff affectionately calls “stuff” -- everywhere. “Records managers must figure out where all of this stuff is, and how to bring it all together in a sane approach,” Cuff said.
“Records managers are most successful are those instances where they involve other groups, whether they are IT, legal, compliance or even business folks,” said panelist Victor Owour, senior director, Oracle.
Historically, there hasn’t been a lot of collaboration in records management technology, Cuff noted.
But these stakeholders must determine the components that records managers should focus on. “What we found is that a number of our customers have been successful by planning the obit for their records management program early on in the process. They think through the entire problem and what they hope to achieve,” Owour said. “You want to tie records management into your business processes so it fits seamlessly into what the organization does; this way, it’s no longer a task, it is a convenience.”
Regardless, organizations need a retention hold policy, said Perceptive CTO Darren Knipp.
What do you think?
Thursday, November 4, 2010
Companies Unprepared to Address Risks Created by New Technology
Posted by Mark Brousseau
Less than a third of global businesses have an IT risk management program capable of addressing the risks related to the use of new technologies, according to Ernst & Young’s 13th annual Global Information Security Survey. In spite of the rapid emergence of new technology, just one in ten companies consider examining new and emerging IT trends a very important activity for the information security function to perform.
A significant increase in use of external service providers and business adoption of new technologies, such as cloud computing, social networking and Web 2.0, is recognized to increase risk for 60% of respondents. Yet, in spite of this, less than half intend to increase annual investment in information security.
Paul van Kessel, Ernst & Young Global IT Risk and Assurance Leader,comments: “Technology advances provide an increasingly mobile workforce with seemingly endless ways to connect and interact with colleagues, customers and clients. These advances represent a massive opportunity for IT to deliver significant benefits to the organization but new technology also means new risk. It is vital that companies not only recognize this risk, but take action to avoid it.”
Over half of respondents state that increased workforce mobility poses a considerable challenge to the effective delivery of information security initiatives, due to widespread use of mobile computing devices. For almost two-thirds employees’ level of security awareness is recognized as a considerable challenge.
"As the mobile workforce continues to grow, so does the level of risk. In addition to implementing new technology solutions and re-engineering information flows, companies must focus on informing the workforce about risks. The delivery of effective, and regular, security awareness training is a critical success factor as companies attempt to keep pace with the changing environment,” van Kessel adds.
Among the other findings in the report:
•Half of respondents plan to spend more over the next year on data leakage and data loss prevention – up 7% from last year. To address potential new risks, 39% are making policy adjustments, 29% are implementing encryption techniques and 28% are implementing stronger identity and access management controls.
•For the first time, continuous availability of critical IT resources was identified as one of the top five risks.
•23% of respondents are using cloud computing services, a further 15% plan to use within the next 12 months. For 85% of respondents, external certification of cloud service providers would increase trust; 43% state that certification should be based upon an agreed standard and 22% require accreditation for the certifying body.
What do you think?
Less than a third of global businesses have an IT risk management program capable of addressing the risks related to the use of new technologies, according to Ernst & Young’s 13th annual Global Information Security Survey. In spite of the rapid emergence of new technology, just one in ten companies consider examining new and emerging IT trends a very important activity for the information security function to perform.
A significant increase in use of external service providers and business adoption of new technologies, such as cloud computing, social networking and Web 2.0, is recognized to increase risk for 60% of respondents. Yet, in spite of this, less than half intend to increase annual investment in information security.
Paul van Kessel, Ernst & Young Global IT Risk and Assurance Leader,comments: “Technology advances provide an increasingly mobile workforce with seemingly endless ways to connect and interact with colleagues, customers and clients. These advances represent a massive opportunity for IT to deliver significant benefits to the organization but new technology also means new risk. It is vital that companies not only recognize this risk, but take action to avoid it.”
Over half of respondents state that increased workforce mobility poses a considerable challenge to the effective delivery of information security initiatives, due to widespread use of mobile computing devices. For almost two-thirds employees’ level of security awareness is recognized as a considerable challenge.
"As the mobile workforce continues to grow, so does the level of risk. In addition to implementing new technology solutions and re-engineering information flows, companies must focus on informing the workforce about risks. The delivery of effective, and regular, security awareness training is a critical success factor as companies attempt to keep pace with the changing environment,” van Kessel adds.
Among the other findings in the report:
•Half of respondents plan to spend more over the next year on data leakage and data loss prevention – up 7% from last year. To address potential new risks, 39% are making policy adjustments, 29% are implementing encryption techniques and 28% are implementing stronger identity and access management controls.
•For the first time, continuous availability of critical IT resources was identified as one of the top five risks.
•23% of respondents are using cloud computing services, a further 15% plan to use within the next 12 months. For 85% of respondents, external certification of cloud service providers would increase trust; 43% state that certification should be based upon an agreed standard and 22% require accreditation for the certifying body.
What do you think?
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